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First Trust Indxx Innovative Transaction & Process ETF (LEGR)

ETF · Currency in USD · Last updated Jun 3, 2023

LEGR is a passive ETF by First Trust tracking the investment results of the Indxx Blockchain Index. LEGR launched on Jan 24, 2018 and has a 0.65% expense ratio.

ETF Info

ISINUS33741X2018
CUSIP33741X201
IssuerFirst Trust
Inception DateJan 24, 2018
RegionDeveloped Markets (Broad)
CategoryLarge Cap Blend Equities, Blockchain
Index TrackedIndxx Blockchain Index
ETF Home Pagewww.ftportfolios.com
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

The First Trust Indxx Innovative Transaction & Process ETF has a high expense ratio of 0.65%, indicating higher-than-average management fees.


0.65%
0.00%2.15%

Share Price Chart


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Performance

The chart shows the growth of an initial investment of $10,000 in First Trust Indxx Innovative Transaction & Process ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%2023FebruaryMarchAprilMayJune
7.47%
7.09%
LEGR (First Trust Indxx Innovative Transaction & Process ETF)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with LEGR

Popular comparisons: LEGR vs. BLOK

Return

First Trust Indxx Innovative Transaction & Process ETF had a return of 10.55% year-to-date (YTD) and 3.83% in the last 12 months. Over the past 10 years, First Trust Indxx Innovative Transaction & Process ETF had an annualized return of 6.18%, while the S&P 500 had an annualized return of 7.99%, indicating that First Trust Indxx Innovative Transaction & Process ETF did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month2.41%5.45%
Year-To-Date10.55%11.53%
6 months5.97%5.17%
1 year3.83%4.23%
5 years (annualized)6.69%9.30%
10 years (annualized)6.18%7.99%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20239.81%-2.71%2.36%0.11%-0.96%
202212.69%-4.28%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for First Trust Indxx Innovative Transaction & Process ETF (LEGR) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
LEGR
First Trust Indxx Innovative Transaction & Process ETF
0.22
^GSPC
S&P 500
0.21

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current First Trust Indxx Innovative Transaction & Process ETF Sharpe ratio is 0.22. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


-0.80-0.60-0.40-0.200.000.200.402023FebruaryMarchAprilMayJune
0.22
0.21
LEGR (First Trust Indxx Innovative Transaction & Process ETF)
Benchmark (^GSPC)

Dividend History

First Trust Indxx Innovative Transaction & Process ETF granted a 2.69% dividend yield in the last twelve months. The annual payout for that period amounted to $1.02 per share.


PeriodTTM20222021202020192018
Dividend$1.02$0.91$0.78$0.36$0.65$0.33

Dividend yield

2.69%2.65%1.86%0.99%2.17%1.41%

Monthly Dividends

The table displays the monthly dividend distributions for First Trust Indxx Innovative Transaction & Process ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00$0.11$0.00$0.00
2022$0.00$0.00$0.06$0.00$0.00$0.51$0.00$0.00$0.24$0.00$0.00$0.09
2021$0.00$0.00$0.03$0.00$0.00$0.27$0.00$0.00$0.17$0.00$0.00$0.32
2020$0.00$0.00$0.03$0.00$0.00$0.14$0.00$0.00$0.09$0.00$0.00$0.10
2019$0.00$0.00$0.08$0.00$0.00$0.20$0.00$0.00$0.27$0.00$0.00$0.11
2018$0.01$0.00$0.00$0.12$0.00$0.00$0.10$0.00$0.00$0.10

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-22.00%-20.00%-18.00%-16.00%-14.00%-12.00%-10.00%2023FebruaryMarchAprilMayJune
-13.61%
-10.72%
LEGR (First Trust Indxx Innovative Transaction & Process ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the First Trust Indxx Innovative Transaction & Process ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the First Trust Indxx Innovative Transaction & Process ETF is 36.12%, recorded on Mar 16, 2020. It took 166 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-36.12%Feb 13, 202022Mar 16, 2020166Nov 9, 2020188
-31.45%Jan 13, 2022187Oct 11, 2022
-19.98%Sep 26, 201862Dec 24, 201878Apr 17, 2019140
-11.2%Jan 30, 20188Feb 8, 2018140Aug 29, 2018148
-8.58%Jul 25, 201916Aug 15, 201957Nov 5, 201973

Volatility Chart

The current First Trust Indxx Innovative Transaction & Process ETF volatility is 4.95%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%8.00%2023FebruaryMarchAprilMayJune
4.95%
3.77%
LEGR (First Trust Indxx Innovative Transaction & Process ETF)
Benchmark (^GSPC)